Purchases and Sales Made in Q3 2024 in Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM) during Q3 2024. The information is specifically focused on institutions that hold shares of Salesforce, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
7.68K+ 59.07% |
$1.83M - $2.12M
|
20.7K
$5.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
7.54KNew |
$1.8M - $2.09M
|
7.54K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
7.52K+ 1.15% |
$1.79M - $2.08M
|
661K
$178M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.44K+ 117.5% |
$1.77M - $2.06M
|
13.8K
$3.72M
|
|
|
Oct 24, 2024
Q3 2024
|
Abrdn PLC
|
BUY
|
- |
7.42K+ 0.68% |
$1.77M - $2.05M
|
1.11M
$299M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
BUY
|
- |
7.4K+ 31.47% |
$1.76M - $2.05M
|
30.9K
$8.35M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
7.36K+ 4.35% |
$1.75M - $2.03M
|
176K
$47.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.22KNew |
$1.72M - $2M
|
7.22K
$1.95M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International, Inc.
Los Angeles, CA |
BUY
|
- |
7.22K+ 3.26% |
$1.72M - $2M
|
229K
$61.7M
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
6.94K+ 13.58% |
$1.65M - $1.92M
|
58K
$15.7M
|
|
|
Oct 24, 2024
Q3 2024
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
6.93K+ 6.56% |
$1.65M - $1.91M
|
113K
$30.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Udine Wealth Management, Inc.
|
BUY
|
- |
6.78KNew |
$1.62M - $1.87M
|
6.78K
$1.83M
|
|
|
Nov 14, 2024
Q3 2024
|
Kadensa Capital LTD
Central, K3 |
BUY
|
- |
6.76K+ 9.32% |
$1.61M - $1.87M
|
79.3K
$21.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
BUY
|
- |
6.75K+ 275.67% |
$1.61M - $1.87M
|
9.2K
$2.48M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
6.71KNew |
$1.6M - $1.85M
|
6.71K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
6.7K+ 11.75% |
$1.6M - $1.85M
|
63.7K
$17.2M
|
|
|
Nov 05, 2024
Q3 2024
|
Parametrica Management LTD
|
BUY
|
- |
6.7KNew |
$1.6M - $1.85M
|
6.7K
$1.81M
|
|
|
Oct 08, 2024
Q3 2024
|
Tealwood Asset Management Inc
|
BUY
|
- |
6.68KNew |
$1.59M - $1.85M
|
6.68K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
6.52K+ 6.71% |
$1.55M - $1.8M
|
104K
$28M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.44K+ 38.87% |
$1.54M - $1.78M
|
23K
$6.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
6.43K+ 84.5% |
$1.53M - $1.78M
|
14K
$3.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
6.4K+ 7.89% |
$1.53M - $1.77M
|
87.6K
$23.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
6.4KNew |
$1.52M - $1.77M
|
6.4K
$1.73M
|
|
|
Oct 31, 2024
Q3 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
6.38KNew |
$1.52M - $1.76M
|
6.38K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Norinchukin Bank, The
Tokyo, M0 |
BUY
|
- |
6.33K+ 14.2% |
$1.51M - $1.75M
|
50.9K
$13.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.27K+ 8.85% |
$1.49M - $1.73M
|
77.1K
$20.8M
|
|
|
Oct 10, 2024
Q3 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
6.26K+ 9.02% |
$1.49M - $1.73M
|
75.7K
$20.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
BUY
|
- |
6.22K+ 19.23% |
$1.48M - $1.72M
|
38.6K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.15K+ 138.19% |
$1.47M - $1.7M
|
10.6K
$2.86M
|
|
|
Nov 05, 2024
Q3 2024
|
Icici Prudential Asset Management CO LTD
|
BUY
|
- |
5.9K+ 16.71% |
$1.41M - $1.63M
|
41.2K
$11.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
5.8K+ 1.51% |
$1.38M - $1.6M
|
390K
$105M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
5.74KNew |
$1.37M - $1.59M
|
5.74K
$1.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
BUY
|
- |
5.7K+ 7.88% |
$1.36M - $1.58M
|
78K
$21.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.55K+ 1.86% |
$1.32M - $1.53M
|
303K
$81.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
5.46K+ 2.45% |
$1.3M - $1.51M
|
229K
$61.7M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
5.41K+ 29.0% |
$1.29M - $1.49M
|
24K
$6.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
5.37KNew |
$1.28M - $1.48M
|
5.37K
$1.45M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.3K+ 74.37% |
$1.26M - $1.47M
|
12.4K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
5.15KNew |
$1.23M - $1.43M
|
5.15K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Thames Capital Management LLC
New York, NY |
BUY
|
- |
5.14K+ 15.1% |
$1.23M - $1.42M
|
39.2K
$10.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Fjarde Ap Fonden
|
BUY
|
- |
5.1K+ 3.35% |
$1.22M - $1.41M
|
158K
$42.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
5.09K+ 73.25% |
$1.21M - $1.41M
|
12K
$3.25M
|
|
|
Oct 09, 2024
Q3 2024
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
BUY
|
- |
5KNew |
$1.19M - $1.38M
|
5K
$1.35M
|
|
|
Oct 24, 2024
Q3 2024
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5KNew |
$1.19M - $1.38M
|
5K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4.97K+ 280.1% |
$1.18M - $1.37M
|
6.74K
$1.82M
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
4.97K+ 46.24% |
$1.18M - $1.37M
|
15.7K
$4.24M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
4.97K+ 13.36% |
$1.18M - $1.37M
|
42.1K
$11.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
4.89K+ 18.23% |
$1.17M - $1.35M
|
31.7K
$8.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
4.88KNew |
$1.16M - $1.35M
|
4.88K
$1.32M
|
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
BUY
|
- |
4.88K+ 10.09% |
$1.16M - $1.35M
|
53.3K
$14.4M
|